Position in WTW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$29,919,546
-$3,081,299 QoQ
Shares Held
114,472
+0.8% QoQ
Ownership
0.123%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#72
of 687 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,056,991,337 across 8 Insurance Brokers names. WTW ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
15,721,830 | $1,008,555,393 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
|
3,494,796 | $802,300,315 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
604,724 | $100,789,348 | |
| 4 | AON |
Aon plc
|
260,063 | $86,260,294 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
114,472 | $29,919,546 | |
| 6 | CRVL |
Corvel Corp
|
181,994 | $11,378,264 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
221,310 | $10,733,534 | |
| 8 | ERIE |
Erie Indemnity Co
|
29,425 | $7,054,643 |
All Filings in WTW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,919,546 | 114,472 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $33,000,845 | 113,522 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $36,802,871 | 111,999 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $39,499,788 | 114,343 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $36,529,589 | 119,183 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $42,758,447 | 126,523 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $38,244,411 | 122,093 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $37,780,246 | 128,273 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $31,468,595 | 120,045 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $34,565,575 | 125,693 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $29,615,742 | 122,785 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $26,489,231 | 126,767 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $30,972,489 | 131,518 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $31,580,209 | 135,899 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $33,005,336 | 134,947 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $28,492,487 | 141,796 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $27,739,413 | 140,531 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $35,737,959 | 151,291 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $36,009,420 | 151,625 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $37,680,370 | 162,094 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $36,803,199 | 160,000 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $35,789,278 | 156,367 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $35,947,274 | 170,625 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $37,859,065 | 181,300 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $37,771,267 | 191,781 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $31,197,877 | 183,679 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||